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Given the massive buildout of AI data centers, can anyone explain why the legacy cloud DC companies ($DLR $EQIX) still trade at $30-40M per MW, when construction costs for brand new ones are $10-15M per MW? And AI DC’s can run cloud applications, but harder to do the opposite. https://t.co/wu2OKNHW4O
Library as of 2026-10-24